2011 -2022 Senior Vice President - Wealth Management @
2003 -2011 Managing Director Investments @
1998 -2001 Financial Advisor @
Gary Edmonds Education
University Of Pennsylvania- The Wharton School
CIMA (Certified Investment Management Analyst)
2002-2003
Columbia University
Bachelor of Arts (Economics)
1991-1995
Gary Edmonds Skills
Equities
Finance
Financial Advisory
Financial Analysis
Financial Services
Investment Strategies
Investments
Portfolio Management
Public Speaking
Securities
Series 63
Management
Financial Reporting
Customer Service
Alternative Investments
Mutual Funds
Strategic Planning
Gary Edmonds Summary
Gary Edmonds, based in Washington, DC, US, is currently a Managing Director, Financial Advisor- Beltway Wealth Management powered by LPL at Beltway Wealth Management Powered by LPL Financial. Gary Edmonds brings experience from previous roles at UBS, Wells Fargo Advisors and Merrill Lynch. Gary Edmonds holds a 2002 - 2003 CIMA in Certified Investment Management Analyst @ University Of Pennsylvania- The Wharton School. With a robust skill set that includes Equities, Finance, Financial Advisory, Financial Analysis, Financial Services and more. Gary Edmonds has 1 emails and 1 mobile phone numbers on RocketReach.
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